
The Analyst

The surprising ingredients of David Swensen’s secret sauce
The passing last year of investment great David Swensen was very sad news. We are fortunate that he was a generous sharer of his insight. But we need to be careful to focus on the right lessons from...
WHAT’S NEW

Residential Investor
Momentum is building in the PCL market
The efficiency of the UK’s vaccination roll-out and the subsequent easing of lockdown restrictions have brought a renewed sense of confidence into London’s Prime Central London...

The Historian
How a single shot set America on the path to independence
The colonists were at first demanding only equal rights with British citizens, until the events of April 1775. In 1837, the American poet and philosopher Ralph Waldo Emerson...

The Fund Manager
La Reprise! Food for thought at a classic brasserie
The brasserie next to my office is a classic. A chalkboard shows the plats du jour. The waiters in crisp black waistcoats glide between tables. The corner terrasse catches the...

Golden Oldie
An open (and helpful) letter to developers
Originally published September 2020. Dear development financier, Are you really, truly, aware of the risks you will be taking over the next few years with your residential loan...

The Professor
Did the Fed just raise interest rates?
The Federal Open Market Committee (FOMC) met this week to decide the stance of the Federal Reserve’s monetary policy. In its official statement, the committee chose to...

The Professor
Heat pumps won’t save the planet
Substantial reductions in the UK’s CO2 production will not be achieved without improving the energy efficiency of the built environment. This means fixing existing buildings, not...
FEATURED CONTRIBUTORS
TOPICS
INVESTOR'S NOTEBOOK
Smart people from around the world share their thoughts
THE MACRO VIEW
Recent financial news and how it connects across all asset classes

TECHNOLOGY
Fintech, proptech and what it all means

PODCASTS
Engaging conversations with strategic thinkers
THE ARCHITECT
Some of the profession’s best minds
RESIDENTIAL INVESTOR
Making money from residential property investment

THE PROFESSOR
Analysis and opinion from the academic sphere

FACE TO FACE
In-depth interviews with leading figures in the real estate/investment world.